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Portfolio (Quarterly) Guide ↗

D.E. Shaw & Co

· CIK 0001009207
13F Portfolio $166.3B AUM 5,804 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 711 New 1370 Added 1926 Reduced 799 Exited
Page 43 of 97  ·  1,926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 268,000.0 $7.1M 0.00% -841K -75.8% $26.43 +5.6%
842 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 25,700.0 $7.1M 0.00% -32K -55.4% $275.18 -7.7%
843 FOLD AMICUS THERAPEUTIC Healthcare 488,098.0 $7.1M 0.00% -1.1M -68.5% $14.46 +0.2%
844 NVCR NOVOCURE LTD Healthcare 647,062.0 $7.1M 0.00% -175K -21.3% $10.90 +64.2%
845 UAL CALL UNITED AIRLS HLDGS INC Industrials 76,300.0 $7.0M 0.00% -381K -83.3% $92.07 +6.5%
846 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 46,700.0 $7.0M 0.00% -156K -76.9% $150.00 +0.8%
847 DVN PUT DEVON ENERGY CORP NEW Energy 138,900.0 $7.0M 0.00% -1.2M -89.4% $50.32 -6.4%
848 JOBY CALL JOBY AVIATION INC Industrials 846,100.0 $7.0M 0.00% -1.5M -63.4% $8.26 +25.9%
849 UIS UNISYS CORP Technology 3,367,258.0 $7.0M 0.00% -123K -3.5% $2.07 +43.5%
850 ELF PUT E L F BEAUTY INC Consumer Defensive 114,800.0 $7.0M 0.00% -220K -65.7% $60.61 -12.4%
851 DUK CALL DUKE ENERGY CORP NEW Utilities 53,100.0 $7.0M 0.00% -46K -46.5% $130.94 -4.8%
852 UPST UPSTART HLDGS INC Financial Services 267,076.0 $6.9M 0.00% -6K -2.3% $25.65 +12.4%
853 CALL ETSY INC 136,900.0 $6.8M 0.00% -210K -60.5% $49.98
854 M PUT MACYS INC Consumer Cyclical 377,600.0 $6.8M 0.00% -41K -9.7% $18.09 +14.0%
855 BCPC BALCHEM CORP Basic Materials 40,268.0 $6.8M 0.00% -31K -43.4% $169.48 -4.6%
856 ANDE ANDERSONS INC Consumer Defensive 94,786.0 $6.8M 0.00% -155K -62.1% $71.78 -2.1%
857 ROG ROGERS CORP Technology 63,317.0 $6.8M 0.00% -28K -30.8% $107.33 +23.9%
858 CERS CERUS CORP Healthcare 3,731,151.0 $6.8M 0.00% -142K -3.7% $1.82 +50.5%
859 CRSP CALL CRISPR THERAPEUTICS AG Healthcare 142,700.0 $6.8M 0.00% -238K -62.6% $47.57 +4.9%
860 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 72,200.0 $6.8M 0.00% -165K -69.6% $93.87 +106.0%
Page 43 of 97  ·  1,926 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Consumer Cyclical 12.8%
Healthcare 12.4%
Financial Services 12.1%
Industrials 11.1%
Communication Services 7.1%
Basic Materials 4.9%
Energy 4.9%
Consumer Defensive 4.8%
Real Estate 2.1%